+82.6%
AAPL vs STRL
+509.6%
-426.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.8% | -8.3% | -2.9% |
| 7D | +0.1% | +3.4% | -3.3% | -0.1% |
| 30D | +3.0% | -9.2% | +12.2% | +3.5% |
| 3M | +2.9% | -51.0% | +53.9% | +7.6% |
| 6M | +22.1% | +15.8% | +6.3% | +16.2% |
| YTD | +18.0% | +58.9% | -40.8% | +8.6% |
| 1Y | +33.9% | +68.5% | -34.6% | +21.5% |
| All | +82.6% | +509.6% | -426.9% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded STRL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling